+10,209.8%
FISV vs EFX
+6,078.9%
+4,131.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.3% | -3.6% |
| 7D | -6.4% | -9.4% | +3.0% | -3.0% |
| 30D | -6.8% | -6.9% | 0.0% | -4.4% |
| 3M | -10.0% | +0.1% | -10.1% | -10.3% |
| 6M | -20.6% | -17.3% | -3.3% | -15.3% |
| YTD | -27.6% | -21.8% | -5.7% | -21.3% |
| 1Y | -64.3% | -32.5% | -31.8% | -58.8% |
| 3Y | -60.0% | -12.3% | -47.6% | -59.5% |
| 5Y | -57.7% | -36.6% | -21.1% | -53.1% |
| 10Y | -3.0% | +41.0% | -44.0% | -23.1% |
| All | +10,209.8% | +6,078.9% | +4,131.0% | +3,286.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EFX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling